Legacy and Estate Planning for a Future After You

Legacy/Estate

Transforming your estate and financial dreams into a personal lasting legacy

Altus approaches personal and estate planning with the purpose of turning your goals and dreams into a legacy that will last well into the future.

Preserve your wealth for the next generation.

We can ensure that you will leave a legacy that will make a deep impact in the generations that follow you.

Our team will work with you to

  • Help clarify and define your legacy goals
  • Review and analyze your assets and estate to build a plan to realize your goals
  • Offer guidance and recommendations on the use of financial tools and strategies
  • Provide ongoing counsel and review as your estate evolves

Altus Legacy Planning Services

  • Preserve your Family’s Assets
  • Plan for Retirement
  • Choose Appropriate Insurance Policies
  • Establish a Family Trust
  • Create a Charitable Legacy
  • Minimize the Impact of Taxes